Industry Week in Review – September 15, 2017

On Wednesday, Boeing announced its plans to raise production for its 787 Dreamliner in 2019 from 12 aircraft per month to 14 aircraft per month. Although the long-haul aircraft market has slowed recently, this announcement signals Boeing’s confidence that the jetliner will continue its strong sales.

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Industry Week in Review – August 4, 2017

BAE Systems, Bombardier, and Huntington Ingalls all reported 2Q17 earnings this past week with strong results. BAE reported earnings higher than consensus expectations with earnings per share (“EPS”) and revenue up ~17% and ~10% year-over-year (“YoY”), respectively.

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Industry Week in Review – July 28, 2017

Boeing, General Dynamics, Northrop Grumman, and Raytheon all reported 2Q17 earnings this past week with mixed results. Boeing was among the biggest winners, with shares rising 8% to a record high, as the company announced significantly higher cash flow and profits stemming from meaningful cost cutting.

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Industry Week in Review – July 21, 2017

President Trump announced this week he will nominate Mark Esper, former Raytheon lobbyist, and West Point graduate, as Secretary of the Army. Esper’s nomination adds to the strong presence of former high-ranking defense contractors already in the Pentagon.

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Industry Week in Review – July 14, 2017

Earlier this week, the Terminal High Altitude Area Defense (“THAAD”) system, which was previously designed for short-range defense, had its first test against an intermediate-range ballistic missile (“IRBM”), a weaponry system mirroring North Korea’s. The results of the test were promising as the system seamlessly defended against the incoming threat.

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Industry Week in Review – July 7, 2017

Congress is currently discussing the 2018 military budget, which is centered around two main ideas: the human capital component and equipment element. The human capital portion is comprised of increasing military pay and growing the number of active troops.

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Industry Week in Review – June 30, 2017

The Senate Armed Services Committee unveiled a $700 billion defense authorization bill that will set the stage for a showdown with House budget planners and the White House over national defense spending priorities.

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Industry Week in Review – June 23, 2017

Both Boeing and Airbus outperformed analyst order expectations at the Paris Airshow this past week. At the end of the week-long show, Boeing and Airbus booked $75 billion and $42 billion in orders, respectively.

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    Robert D. Kipps

    Mr. Kipps has over 20 years of experience in providing transaction advisory....

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    Kevin P. DeSanto

    Mr. DeSanto has a broad base of experience in providing transaction advis...

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    Michael J. Misantone

    Mr. Misantone has a broad base of advisory experience in the aerospace, defense, and...

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    Karl M. Schmidt

    Mr. Schmidt is a Managing Director at KippsDeSanto & Co., with vast exp...

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    Marc B. Marlin

    Mr. Marlin has a broad base of experience in providing transaction advisory services...

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    Jon Yim

    Mr. Yim is a Director at KippsDeSanto & Co., with a broad base of experience...

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    George “Toby” F. Albright, III

    Mr. Albright is a Director at KippsDeSanto & Co., with a broad base...

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    Robert G. Dowling

    Mr. Dowling has a broad base of experience in providing transaction advisory...

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